Our Team

EDWARD KNOWLES, AIF®BFATM

   President / Wealth Advisor

As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with nearly two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic “big picture” approach when providing Wealth Management services. Eddie combines his financial skills with a natural ability to explain and articulate complex concepts, helping his clients make well-informed decisions and find meaningful financial solutions.

Growing up in Miami, he sold his 1st company (Aquatic Impressions, Inc.) and moved to Tallahassee in 1994 to attend college. He graduated from Florida State University with a BA in Finance and Marketing, and then started his career as a Financial Advisor with Morgan Stanley. He continued his career with Amsouth Bank, employed in the Wealth Management division, with the title V.P. of Private Banking in Tallahassee. In 2012, he founded Private Wealth Management & Consulting, an independent, holistic Wealth Management firm. Eddie is the President and lead Wealth Advisor for the practice, with offices
in Tallahassee, Eastpoint and Destin, Florida.

Eddie is an active member of the Tallahassee community. He enjoys spending time with his wife Jenna and their three daughters, cooking, camping, fishing and traveling. After breeding American bulldogs for more than 20 years, he has been judging sanctioned NKC American Bulldog shows worldwide for more than 10 yrs.

Practice Focus
Individual & Business Financial Services, Wealth Management, Estate & Tax Planning Strategies, and Insurance & Investment Analysis

Education/Certification
• Bachelor of Arts in Finance from Florida State University
• Bachelor of Arts in Marketing from Florida State University
• Accredited Investment Fiduciary AIF®
• Behavioral Financial Advisor BFA™
• Series 7 and 66
• 214 license Life, Health, and Variable Annuities

Affiliations
• Member, Finance Committee Bradfordville 1st Baptist
• Member, Governors Club
• Member, Financial Services Institute
• Former Board Member, Tallahassee Chamber Ambassador
• Former Member, Tallahassee Sunset Rotary Club

eknowles@pwmcllc.com

Cell: (850) 228-4854

 

 

 

MARK W. FRIEDMAN, CPA/PFS, AWMA®

  Vice President/ Wealth Advisor

Mark's education, expertise and professional affiliations have cultivated his practical approach when providing wealth management and tax advice for his clients. He is a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years of experience. As an experienced financial professional and active member of his community, Mark is well positioned to assist with all aspects of a client's financial needs.

After growing up in Tallahassee, attending Florida State University, and working for a local CPA firm, Mark and his wife Heather moved to Apalachicola. Over the next eighteen years, Mark built a successful accounting and wealth management firm. In 2018, he and his family moved to Tallahassee and he merged his wealth management practice with Private Wealth Management & Consulting, LLC. Mark still maintains a tax and wealth management office in Eastpoint, Florida, but splits his time between the Tallahassee and Eastpoint locations.

Practice Focus
Individual & Business Financial Services, Wealth Management, Estate & Tax Planning Strategies, and Insurance & Investment Analysis

Education/Certification
• Certified Public Accountant in State of Florida
• Bachelor of Arts in Accounting from Florida State University
• Bachelor of Arts in Finance from Florida State University
• Personal Financial Specialist (PFS) Designation, American Institute of CPAs
• Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning

Affiliations
• Member, Florida Institute of Certified Public Accountants
• Member, American Institute of Certified Public Accountants
• Member, FSU Foundation Planned Giving Council
• Member, Tallahassee Regional Estate Planning Council
• Board Member, Children's Home Society of Florida Foundation, Inc.
• Board Member, Children's Home Society of Florida, North Central Division (Chairman 2015-2017)
• Treasurer, Apalachicola Bay and River Keeper
• Former Member, Apalachicola Bay Rotary Club (Past President)
• Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
• Former Board Member, George E. Weems Memorial Hospital (2006-2009)

mfriedman@pwmcllc.com

Cell: (850) 519-4902

 

 

 

SHARI TRUE

   Senior Service Specialist & Practice Coordinator

We welcomed Shari to Private Wealth Management in March 2019. Prior to joining us, she worked in the financial services industry for almost 20 years as Operations Manager and has more than 30 years of management experience. Our philosophy of listening to clients, learning what their actual needs are, and only doing what is in their best interest is what drew Shari to our firm.

Shari earned a Bachelor of Science degree in Communications and Public Relations from the University of Southern Mississippi, has been licensed in insurance since 2001, and has been Florida Notary since 1999.

Originally from Fort Walton Beach, FL, Shari moved to Tallahassee in 1992 and loved it so much she decided to stay. She and her husband Derek enjoy attending FSU Baseball and Football games, and spending time with family and their two (for now) Weimaraners, Remington and Kimber. They are very proud of their son, Taylor and daughter, Jorden.  Taylor is in the Army Reserves, works full time at a Tallahassee sportsman's store, works part-time in his own landscaping and lawn service business, and attends Tallahassee Community College. Jorden graduated from Hillsborough Community College with a degree in Criminology and recently became a certified Paralegal. She has worked for Outback Steakhouse in Temple Terrace since high school and continues to work as their bar manager while seeking full-time employment as a Paralegal.

Shari's goal is to get to know our clients, assisting each with White Glove service and care, and to take part in the continued growth of Private Wealth Management.

struestrue@pwmcllc.com

Office: 850-692-2500, ext. 2

 

JENNA KNOWLES

  Marketing & Events Coordinator 

Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC.  This responsibility includes conducting research, maintaining contact databases, development of collateral tools and marketing materials.  Through various forms of media, Jenna uses her expertise to effectively brand Private Wealth Management & Consulting, LLC throughout the community.

After several years working with the State of Florida, Jenna chose to stay home with her three daughters full time.  As they grew older, Jenna used her passion for marketing and design and opened her own business, Knowles Staging & Enhancements.  Jenna's talents did not go unnoticed in the community.  Multiple real estate agents contracted her on a regular basis to consult and stage homes they were selling.  Their success rate, when utilizing her talents, was unprecedented.  In 2012, when Private Wealth Management & Consulting, LLC was formed, Jenna made the decision to place her full attention to help develop the firm.

jknowles@pwmcllc.com

Office: 850-692-2500